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Custom Documents & Document Templates
Custom Documents & Document Templates

Learn how to upload documents with customized fields and save them as templates for future use.

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Written by Jointly Support
Updated over a week ago

How do I Add a Custom Document?

Jointly currently provides a forms library that includes all state forms for both Texas and Arizona. For simple document drafting of these forms you will not need to map fields. If you are needing to upload a document and map custom fields, follow the directions below.

  1. To add a custom document click the +Add Document button from a tasks page.

  2. Select Upload documents and browse your computer for the document(s) to add then click the Upload button.

  3. The document will now show in the Draft status folder of your task list. Click the document to open it and begin custom mapping.

  4. The Custom Document experience will allow you to add fields to the document. You can move and resize the fields. Click and drag the field to the desired position.

  5. Once a field is in the desired position, assign the field to a participant of your deal by selecting their name on the right panel. Once a field is assigned to a participant of the deal, the field color should change to match the color of the participant on the right panel.

  6. Once you have mapped all of the desired fields, select Save in the upper right.

  7. You will have the option to adjust visibility of the document for participants.

  8. The task will now be ready for you to review, and if applicable for you to complete any fields assigned to you.

  9. Once you have reviewed and completed any fields assigned to you and marked the document ready, the document will be available to assign to your client or cooperating party.

How do I Map Smart Fields to a Custom Document?

When text fields are mapped on the document you can set them to pre-populate with common data such as:

  • Client Names

  • Agent Information

  • Property Address

  • Offer and Lease Terms

  • Key Dates

  1. To use a Smart Field when mapping a Custom Document, instead of selecting a text or date field type, select Smart Field.

  2. The field will appear on the document. Move and resize the field as needed. Select the data type you want the field to populate from the list on the right panel.

  3. The field will now be populated with the applicable data.

How do I Auto Map a Custom Document?

Jointly understands that there may be times were a document that is normally available in the forms library will be submitted to you outside of Jointly. In these instances, you may need to upload the document to Jointly for your Clients to complete sections, or even initial and sign. To make this process as smooth as possible we have created an Auto Map feature that can recognize specific documents from our forms library that you upload in the Custom Document experience and place fields on the document for you.

  1. Upload your document following the Custom Document guide above.

  2. Select the AutoMap field selector at the top of the page, and choose the corresponding document.

  3. The initial and signature fields should now be mapped onto the document in the correct places. Note: Minor placement adjustments may be needed.

How do I Clone Signature and Initial Fields?

  1. When creating your custom document select and place the desired signature or initial field.

  2. Select the Clone icon.

  3. Select the pages of the document that you wish to clone the signature or initial on to and then select Clone.

  4. The signature or initial field will now be cloned to the same space on the pages you have selected.

How do I Save a Custom Document as a Template?

Uploading documents to add custom fields can be done in any deal, however if you wish to save that document as a template for future use, it will only be available in future deal types that are the same in which it was originally created. Ex., If a template is added to a Seller deal, it will not be available on a Buyer deal or on a deal once it advances to an Offer deal.

  1. Upload and map your custom document as outlined in the steps above.

  2. Select the file icon in the upper right before saving the document.

  3. Users that have been assigned a Team Admin role as part of a Jointly Business partnership will have the option to share the template with the team. If No is selected here, the template will only be available for that user. If Yes is selected, the admin has the option to choose a team to share with. To share with multiple teams, click the folder icon again after sharing and select another team. If a template was added by the admin, only the admin will be able to delete.

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